On CNBC's "Fast Money Halftime Report," Josh Brown said the analyst note he is looking at basically puts Kanye's value to Gap Inc GPS at about $3.8 billion. So that would put the stock $10 higher, he added. Brown finds that reasonable, but he warned that we don't know how damaged Kanye's brand is, post-Kardashian split up and post going to the White House and building up a model plane for Trump.
Jenny Harrington said Marriott International Inc MAR has increased rooms by 10% over the past couple of years. It has also slashed costs last year, integrated Starwood and kept its debt flat. Its earnings per share could reach $10 per share by 2023, which puts the stock at 14 times multiple.
Harrington would be careful of lumping Delta Air Lines, Inc. DAL together with Marriott because Delta increased its long-term debt from $8 billion to $27 billion. She expects both stocks to break out on the upside as their second and third quarter numbers come out.
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